|
1
|
Greenline Partners
New York
|
$15.3M
|
+$595K
|
+33,312
|
+4%
|
|
|
2
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12.8M
|
-$7.05M
|
-394,742
|
-36%
|
|
|
3
|
Rain Capital Management
Lake Oswego,
Oregon
|
$8.48M
|
-$170K
|
-9,535
|
-2%
|
|
|
4
|
Proficio Capital Partners
Newton,
Massachusetts
|
$8.3M
|
-$1.85M
|
-103,670
|
-19%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.5M
|
+$261K
|
+14,612
|
+4%
|
|
|
6
|
Geneos Wealth Management
Englewood,
Colorado
|
$4.67M
|
-$169K
|
-9,453
|
-4%
|
|
|
7
|
Aveo Capital Partners
Englewood,
Colorado
|
$4.35M
|
+$1.13M
|
+63,250
|
+36%
|
|
|
8
|
Minot Wealth Management
Westwood,
Massachusetts
|
$4.18M
|
-$8.93K
|
-500
|
-0.2%
|
|
|
9
|
|
$4.1M
|
+$4.03M
|
+225,586
|
New
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.01M
|
+$666K
|
+37,311
|
+20%
|
|
|
11
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$3.68M
|
+$147K
|
+8,244
|
+4%
|
|
|
12
|
Precision Wealth Strategies
Saint Louis,
Missouri
|
$3.16M
|
+$3.1M
|
+173,581
|
New
|
|
|
13
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
$2.54M
|
–
|
–
|
–
|
|
|
14
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$2.36M
|
+$1.52M
|
+85,000
|
+189%
|
|
|
15
|
Courage Capital Management
Nashville,
Tennessee
|
$2.21M
|
-$1.25M
|
-70,000
|
-36%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.04M
|
+$150K
|
+8,393
|
+8%
|
|
|
17
|
Samalin Investment Counsel
Chappaqua,
New York
|
$1.68M
|
-$395K
|
-22,110
|
-19%
|
|
|
18
|
|
$1.56M
|
+$62.5K
|
+3,499
|
+4%
|
|
|
19
|
Kestra Advisory Services
Austin,
Texas
|
$1.56M
|
+$1.53M
|
+85,623
|
New
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.4M
|
+$32.1K
|
+1,797
|
+2%
|
|
|
21
|
Mountain Lake Investment Management
Boca Raton,
Florida
|
$1.36M
|
+$89.3K
|
+5,000
|
+7%
|
|
|
22
|
Regal Investment Advisors
Kentwood,
Michigan
|
$1.25M
|
+$144K
|
+8,042
|
+13%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.15M
|
-$110K
|
-6,145
|
-9%
|
|
|
24
|
Mutual Advisors
Omaha,
Nebraska
|
$1.07M
|
-$32.7K
|
-1,833
|
-3%
|
|
|
25
|
Equitable Holdings
New York
|
$979K
|
-$71.5K
|
-4,004
|
-7%
|
|
